Aspire Private Capital, LLC
CIK 1767340
13F filing for Q2 2026・No. 3,981
- Holdings
- US$483.73M
- Quarter change
- +US$40.67M
- Entries
- 291
- Net bought (estimate)
- +US$7.66M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 16
- Sold out 11
- Cut 76
- Added 71
- Corporate actions 0
- Unchanged 12
Largest holdings
175 stocks worth US$483.73M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Added | 33,010 | US$24.65M | 5.10% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Cut | 322,565 | US$22.98M | 4.75% |
| VUGVANGUARD INDEX FDSGROWTH ETF | CutSplit 6:1 | 254,189 | US$21.9M | 4.53% |
| SSGA ACTIVE TRSTATE STREET FIX | Cut | 851,703 | US$21.85M | 4.52% |
| VANGUARD INDEX FDSVALUE ETF | Cut | 95,360 | US$20.78M | 4.30% |
| SPDR SERIES TRUSTSTATE STREET SPD | Cut | 788,694 | US$20.13M | 4.16% |
| VANGUARD MUN BD FDSINTERMEDIATE TRM | Added | 137,153 | US$13.85M | 2.86% |
| SSGA ACTIVE TRSTATE STREET US | Cut | 206,850 | US$13.42M | 2.77% |
| SPDR INDEX SHS FDSSTATE STREET SPD | Added | 246,417 | US$12.76M | 2.64% |
| VANGUARD CHARLOTTE FDSTOTAL INT BD ETF | Added | 226,502 | US$10.97M | 2.27% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 15, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.